D•••• D• D•••••••••

• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated current
  since Oct 2, 2025 · Edmond, Ok
• R•••••• J•••• • A••••••••• I••• national BD current
  since Jun 23, 2022 · St. Petersburg, Fl
• W•••• F•••• A••••••• wirehouse
  Aug 22, 2018 to Jun 23, 2022 · Oklahoma City, Ok
• B• R•••• W••••• M••••••••• former
  Dec 18, 2014 to Aug 10, 2018 · Memphis, Tn
• W•••• F•••• A••••••• wirehouse
  Apr 25, 2013 to Dec 15, 2014 · St. Louis, Mo

• W•••• F•••• A••••••• to R•••••• J•••• • A••••••••• I•••
  left Jun 23, 2022, registered Jun 23, 2022 (0 days) · Wirehouse to affiliated broker-dealer or bank
• B• R•••• W••••• M••••••••• to W•••• F•••• A•••••••
  left Aug 10, 2018, registered Aug 22, 2018 (12 days) · Other
• W•••• F•••• A••••••• to B• R•••• W••••• M•••••••••
  left Dec 15, 2014, registered Dec 18, 2014 (3 days) · Other

• D•••• D• D••••••••• left W•••• F•••• A••••••• for R•••••• J•••• • A••••••••• I••• (registered 2022-06-23)
  Jun 23, 2022 · Advisor changed firm · fact

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

13derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address